· Private foundation
Overall Family Foundation Overall
Its FY2022 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
Read this first · the figures below need context
99% of Overall Family Foundation Overall’s FY2022 grant dollars went to Schwab Charitable Fund, not to grantees.
Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2022 names 2 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2020, the last year Overall Family Foundation Overall named its own grantees at scale: 15 organizations, $391k. It is dated, not current.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2017–2022.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2020
- Under $10k11 grants · $39k
- $10k–50k9 grants · $125k
- $50k–250k3 grants · $228k
| Recipient | Amount |
|---|---|
| TRUCKEE DONNER LAND TRUST | $125,000 |
| THE LAND TRUST SANTA BARBARA CITY | $52,500 |
| CALM CHILD ABUSE LISTENING MEDIATIO | $50,000 |
| THE YOSEMITE CONSERVANCY | $25,000 |
| SANTA BARBARA ZOOLOGICAL FUND | $20,000 |
| FOOD BANK OF SANTA BARBARA COUNTY | $20,000 |
| COTTAGE HOSPITAL FOUNDATION | $10,000 |
| TAHOE FOREST HEALTH SYSTEM FOUNDATI | $10,000 |
| CHEETAH CONSERVATION FUND | $10,000 |
| AFRICAN WILDLIFE FOUNDATION | $10,000 |
| THE NATURE CONSERVANCY | $10,000 |
| LOS PADRES FOREST WATCH | $10,000 |
| MUSIC ACADEMY OF THE WEST | $6,000 |
| PLANNED PARENTHOOD | $5,000 |
| THE WILDERNESS LAND TRUST | $5,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY17–17, $1k) land where the poverty rate runs at 14%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +77% since the first grant, against +51% for the ones you funded once.
26 repeat relationships — 16 still active in FY2020, 10 since wound down; 8 grantees were first funded in FY2020 (too recent to call). Read against FY2020, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2022, 99% of grant dollars renewed an existing relationship; $750 went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- TDTRUCKEE DONNER LAND TRUST4× · 2017–2020 · $300k · revenue +6%
- YFYOSEMITE FOUNDATION4× · 2017–2020 · $240k · revenue +50%
- TWTHE WILDERNESS LAND TRUST5× · 2017–2022 · $70k · revenue +77%
Funded once
- TRTruckee River Watershed Councilgraduatedone grant, 2019 · $50k · revenue +31%
- CSCOMMUNITY SOLUTIONS INCgraduatedone grant, 2018 · $5k · revenue +51%
- IGIndividual grant recipientone grant, 2019 · $3k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
Wwf's mission is to conserve nature and reduce the most pressing threats to the diversity of life on earth. (continued on schedule o)
Rainforest trust saves endangered wildlife and protects our planet by creating rainforest reserves through partnerships, community engagement, and donor support.
Sustainable Conservation advances the collaborative stewardship of Californias land, air, and water for the benefit of nature and people. For over three decades, Sustainable Conservation has built coalitions of people with different…
Ci works to spotlight and secure the critical benefits that nature provides to humanity.
The foundation works with diverse groups representing many interests to acquire and restore critical wildlife habitat and protecting species
The resource renewal institute facilitates the creation, development and implementation of practical strategies to solve the entire complex environmental problem by addressing it comprehensively.
To conserve natural resources, agricultural land and open spaces for present and future generations.
To ensure coast redwood forests in the santa cruz mountains thrive for generations to come. since 1900, sempervirens has protected more than 36,000 acres. learn more about our mission, vision, and strategic plan through 2030 at:…
Create and publish educational materials, conduct professional development, promote awareness, and sponsor research on the spectacular biological diversity of the State of CA.
Dedicated to protecting the world's natural environment on behalf of the public by serving as a public interest law firm. refer to schedule o, part iii, line 4a, for list of litigated cases or advocacy work.
Cascadia wildlands defends and restores cacasia's wild ecosystems in the forests,in the courts, and in the streets. we envision vast old-growth forests, rivers full of wild salmon, wolves howling in the backcountry, a stable climate, and…
Nature collective's mission is to drive a passion for nature for all. we think inclusively and diversely when serving those devoid of nature those who remember nature and want to connect back to it and those who have an affinity with…
For reference, the grantee most central to the portfolio’s shape is Santa Barbara Foundation and the most unlike its peers is Columbine Community Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 44 years old; the field is 14. You back the established end — and your money leans older still.
The field is 24% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 14% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
29 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 29 of the 44 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds DONOR ADVISED CHARITABLE GIVING INC ↗
- Who funds TRUCKEE DONNER LAND TRUST ↗
- Who funds YOSEMITE FOUNDATION ↗
- Who funds SANTA BARBARA FOUNDATION ↗
- Who funds THE WILDERNESS LAND TRUST ↗
- Who funds LOS PADRES FORESTWATCH INC ↗
- Who funds Truckee River Watershed Council ↗
- Who funds Cheetah Conservation Fund ↗
- Who funds SANTA BARBARA ZOOLOGICAL FOUNDATION ↗
- Who funds DIRECT RELIEF ↗
- Who funds SCHOLARSHIP FOUNDATION OF SANTA BARBARA ↗
- Who funds THE NATURE CONSERVANCY ↗
- Who funds AFRICAN WILDLIFE FOUNDATION INC ↗
- Who funds SANTA BARBARA HISTORICAL MUSEUM ↗
- Who funds MUSIC ACADEMY OF THE WEST ↗
- Who funds STORYTELLER CHILDRENS CENTER INC ↗
- Who funds Foodbank of Santa Barbara County Inc ↗
- Who funds GAVIOTA COAST CONSERVANCY ↗
- Who funds MANZANO DAY SCHOOL ↗
- Who funds TAHOE FOREST HEALTH SYSTEM FOUNDATION ↗
- Who funds COMMUNITY SOLUTIONS INC ↗
- Who funds AMERICAN FARMLAND TRUST ↗
- Who funds LAND TRUST ALLIANCE INC ↗
- Who funds ENVIRONMENTAL DEFENSE CENTER ↗
- Who funds RAINFOREST ALLIANCE INC ↗
- Who funds ELINGS PARK FOUNDATION ↗
- Who funds American National Red Cross & Its Constituent Chapters and Branches ↗
- Who funds NATIONAL WILDLIFE FEDERATION ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: Santa Barbara Foundation · James S Bower Foundation · Schlinger Family Foundation · Hutton Foundation Dba Hutton Parker Foundation · Brittingham Family Foundation · Williams-Corbett Foundation · Www Foundation · Shell USA Company Foundation · Patagoniaorg · National Fish and Wildlife Foundation · Marin Community Foundation · American Endowment Foundation
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Overall Family Foundation Overall funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
- Community Solutions Inc — 55% of income from government
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.